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Beverly Hills Private Wealth’s Morgan Stanley MS Stock Holding History

Beverly Hills Private Wealth’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Sell
6,060
-622
-9% -$123K 0.24% 93
2026
Q1 		$1.1M Sell
6,682
-1,615
-19% -$280K 0.18% 122
2025
Q4 		$1.47M Sell
8,297
-194
-2% -$32.4K 0.25% 103
2025
Q3 		$1.35M Sell
8,491
-2,822
-25% -$417K 0.24% 109
2025
Q2 		$1.59M Sell
11,313
-31
-0.3% -$3.81K 0.3% 91
2025
Q1 		$1.32M Sell
11,344
-6,030
-35% -$777K 0.26% 98
2024
Q4 		$2.18M Sell
17,374
-6,261
-26% -$771K 0.44% 63
2024
Q3 		$2.46M Buy
23,635
+5,261
+29% +$530K 0.5% 56
2024
Q2 		$1.79M Buy
18,374
+3,993
+28% +$380K 0.39% 70
2024
Q1 		$1.35M Buy
14,381
+5,964
+71% +$525K 0.31% 85
2023
Q4 		$785K Buy
8,417
+3,751
+80% +$300K 0.2% 109
2023
Q3 		$381K Sell
4,666
-73
-2% -$6.34K 0.11% 197
2023
Q2 		$421K Buy
+4,739
New +$405K 0.07% 253

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beverly Hills Private Wealth's MS Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Morgan Stanley (MS) stake by 9.3% in Q2 2026, selling an estimated $123K and leaving 6,060 shares worth $1.27M. The position accounts for 0.24% of the portfolio, ranked #93.

Beverly Hills Private Wealth first reported a position in MS in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.46M in Q3 2024. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Beverly Hills Private Wealth held 6,060 shares of Morgan Stanley worth $1.27M as of Q2 2026.
  • Beverly Hills Private Wealth sold 622 Morgan Stanley shares in Q2 2026, an estimated $123K.
  • Morgan Stanley made up 0.24% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #93 holding.
  • Beverly Hills Private Wealth first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
  • Beverly Hills Private Wealth's Morgan Stanley position peaked at $2.46M in Q3 2024.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.